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  1. Companies/
  2. Ned Davis Research, Inc.

Filings through Oct 24, 2026.

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Ned Davis Research, Inc.

EIN 59-2026201-investment management-Latest filing 2025
Plans
1
Retirement
1
$30.6M assets
Health & Benefits
0
Participants
92
3665 BEE RIDGE ROAD, #306 - SARASOTA, FL 34233941-412-2300ndr.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$30.6M - 92 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN

401(k)

Assets$30.6M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN401(k)$30.6M922025
  • NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN$30.6M
    #001 · 401(k) · 202592
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